YMAR vs DDFO overlap
17 institutions report holding both YMAR and DDFO.
YMARDDFO
Pick 2 to 4 ETFs.
We don’t have holdings for YMAR, DDFO. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
17
institutions report holding both, of 111 holding any
YMAR40.4% of its 13F dollars, 24.6% of its 69 holders
DDFO27.3% of its 13F dollars, 28.8% of its 59 holders
Largest institutions holding both
| Firm | YMAR | DDFO |
|---|---|---|
| Commonwealth Equity Services, LLC | $10.8M | $6.2M |
| Modern Wealth Management, LLC | $10.4M | $1.0M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $2.7M |
| Cetera Investment Advisers | $3.3M | $1.5M |
| Susquehanna International Group, LLP | $273K | $2.5M |
| Osaic Holdings, Inc. | $1.6M | $1.1M |
| Old Mission Capital LLC | $987K | $535K |
| Silver Oak Securities, Incorporated | $1.2M | $293K |
| AE Wealth Management LLC | $201 | $1.5M |
| Harbour Investments, Inc. | $95K | $1.3M |
| Centaurus Financial, Inc. | $265K | $1.1M |
| Brookstone Capital Management | $535K | $541K |
| IFP Advisors, Inc | $188K | $655K |
| Farther Finance Advisors, LLC | $115K | $716K |
| DHJJ Financial Advisors, Ltd. | $293K | $522K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: YMAR institutional holders, DDFO institutional holders.
Frequently asked questions
Do institutions hold both YMAR and DDFO?
17 Form 13F filers report positions in both, out of 111 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.